CTT Group logo

Upcoming webinars with CTT Group

Knowing your client: Risk, Capacity and Identity in Virtual Instruction Taking

6th March 2023

Booking link: https://www.eventbrite.com/e/know-your-client-risk-capacity-identity-in-virtual-instruction-taking-tickets-465711895817

In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But we also understand the need to accommodate and risk assess these developments.

Agenda:

  • Risk and future claims against the instruction taker
  • Virtual instruction taking
  • How to ID your client

Estate Planning Foundation Course

14th March 2023

Booking link: https://www.eventbrite.com/e/estate-planning-foundation-course-tickets-458371771307

The course will be consolidated across five sessions, running from 9:30am to 1:00pm.
This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts, and Asset Protection Trusts. It provides all the essential groundwork of will writing.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.

Probate: The Estate Planner’s Guide to Estate Administration

20th March 2023

Booking link: https://www.eventbrite.com/e/probate-the-estate-planners-guide-to-estate-administration-tickets-465700010267

This course has been developed to help you with everything you need to know about probate. It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.

This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Read more stories

Join over 6,000 wills and probate practitioners – Check back daily for all the latest news, views, insights and best practice and sign up to our e-newsletter to receive our weekly round up every Friday morning. 

You’ll receive the latest updates, analysis, and best practice straight to your inbox.

Features